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Steward Partners Investment Advisory’s Delek Logistics DKL Stock Holding History

Steward Partners Investment Advisory’s Portfolio DKL Stock Details DKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-640
Closed -$27.5K – 4287
2025
Q2 		$27.5K Hold
640
– – ﹤0.01% 2774
2025
Q1 		$27.7K Hold
640
– – ﹤0.01% 2661
2024
Q4 		$27K Hold
640
– – ﹤0.01% 2635
2024
Q3 		$28K Buy
+640
New +$26.1K ﹤0.01% 2503

Other funds holding DKL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Steward Partners Investment Advisory's DKL Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Delek Logistics (DKL) in Q3 2025, closing a stake of 640 shares — an estimated $27.5K sold.

Steward Partners Investment Advisory first reported a position in DKL in Q3 2024 and held it in 4 quarters. The position peaked at $28K in Q3 2024. 85 funds tracked by Wall St. Rank hold DKL as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Delek Logistics position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 640 Delek Logistics shares in Q3 2025, an estimated $27.5K.
  • Steward Partners Investment Advisory first reported a position in Delek Logistics in Q3 2024 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Delek Logistics position peaked at $28K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Delek Logistics as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.